Strengthening your financial security

Our mission

Our commitment to every client is grounded in trust, transparency and a deep understanding that no two financial journeys are the same. We take the time to understand each client's unique circumstances, goals and challenges, delivering tailored guidance built around their individual needs.

That trust is earned through decades of unwavering dedication to a client-first philosophy—one that prioritizes long-term relationships over short-term outcomes. Our comprehensive approach is strengthened by a diverse range of expertise, allowing us to provide thoughtful, well-rounded advice.

Above all, we believe in clear, honest communication—ensuring our clients always understand the "why" behind every recommendation, so they can move forward with confidence.


Proud to be an award-winning advisor

As a financial advisor, it is gratifying to be recognized as a leader in your industry, because it means you are serving your clients well. I am proud to be a recipient of the following prestigious awards.

  • 2022, and 2023 Forbes/SHOOK Best-In-State Wealth Advisor
  • 2026 Barron’s Top "1,500 Financial Advisors"

Global Insight Monthly

GI Monthly

Midterms, the market, and what matters

The U.S. midterm election in November is shaping up to be a referendum on Trump 2.0. We examine historical equity market performance surrounding midterm elections, and what this might be—or might not be—suggesting for this year and next.

Read more in Global Insight Monthly

Meet the team

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Learn more about The Kolb Investment Group

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Latest Insights

Engineers

The promise and peril of AI

Until quite recently, the AI boom had been viewed in an almost entirely positive light. But for all of the promise, fears are now growing that AI could also disrupt sectors, hurt workers, and pose a risk to the economy.

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